Next Generation Proxy Voting


Wednesday, January 9, 2019


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2:00 pm - 2:30 pm ET



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PRESENTERS  


Michael Collins
Vice President and General Manager, Mutual Fund Proxy Solutions, Broadridge Financial Solutions
 
Michael Koehler
Director of Investor Relations, Phillips Edison
 Elizabeth Maiellano
Vice President Product Management, Broadridge Financial Solutions

PRESENTATION


Next Generation Proxy Voting from NICSA

overview

 
Learn how data-driven analytics, omni-channel delivery, and blockchain are helping mutual funds achieve their proxy goals. Join us for a discussion about the rise of social media and text messaging and how to apply these digital strategies to shareholder voting and how distributed ledger technology eliminates the need for post-vote reconciliation. Participate in an active discussion on how the accuracy, transparency, and efficiency of the proxy voting and solicitation system can be improved via digital strategies.

Goals/Objectives:
Participants will gain an understanding of the basics of a successful proxy voting strategy how new technologies are advancing proxy solicitation into the digital era. Fund companies will learn how to:

- Plan the vote: Execute data-driven campaign planning and management.
- Drive the vote: Deliver more impactful communications.
- Capture the vote: Make voting easier for shareholders.
- Process the vote: Transform processing and reconciliation.

CPE Information


NICSA is pleased to offer this webinar learning activity to attendees who are seeking CPE credits. 1 CPE unit may be available for attendees of this webinar. The webinar requires no advanced preparation, no pre-requisite study and is appropriate for all who have a basic understanding of the investment management industry.

NICSA is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: http://www.learningmarket.org/.

For this webinar:
CPEs Earned: 0


Cancellations and Refunds


Due to this program being offered free of charge, there will be no refunds issued.


Questions or Cancellations: Please contact Jordan DeBettencourt at 508.683.1618.

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